TherapyNotes Software

TherapyNotes is a web-based mental/behavioral health software system that includes an electronic health record (EHR), client/patient portal, patient scheduling and billing. The solution is suitable for practices of all sizes, including those with multiple locations or with providers who need access outside the office.

TherapyNotes provides access to several types of specialty note templates for various type of medical practices such as psychotherapy, psychiatry and behavioral health. Using TherapyNotes, medical professionals can create and customize treatment plans, progress notes, psychological evaluations and termination notes, and more.

The solution also includes a billing module, which gives providers the ability to create statements and billing reports. The credit card processing module lets users enter/swipe cards directly into the system and save card information for future transactions. Users can create recurring appointments, set staff work schedules and send appointment reminders to the patients directly from the system.

So easy to use once all patients’ information is put in. After much time looking for software that works for me (Private Practice), Therapy Notes was my choice. Pricing is reasonable and customer service earns 5 stars from me!

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Pros

Ease of use; customer support; they send in the claims! Price is low relative to other similar products.

Cons

I don’t like having to put in the treatment plans before I can bill for that patient . Makes sense for new patients, but not for patients I’ve been treating for a while. There are certain insurance companies that won’t allow processing claims through Therapy Notes.

Insurance integration is abysmal

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Pros

The software is more attractive-looking than others of its type. The workflow seems well-designed, and because it is web-based it can grow with technology.

Cons

The insurance enrollment process is absolutely abysmal. The documents that are intended to serve as guides for enrolling with various payers are full of varied fonts, colors, outdated information, links, phone numbers, contradictions, and an intense amount of cognitive demand overall.

Excellent for sole practitioner, but there are some issues

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Overall, it is well worth the money, I am able to run my part time practice on my own with this software.

Pros

-See all active clients at a glance, and I can customize what to show (last appt, next appt., etc)
-Love the monthly calendar at a glance
-Paperwork reminders are annoying, but keep me honest
-Very easy to use on mobile device, (iphone) which is a big deal when I'm traveling.

Cons

-System can be incredibly slow at times or completely dysfunctional. It happened a few days ago, and when I called customer service, I was told they were updating the system. There was no notice to practitioners of this update, which is ridiculous and unprofessional, which I told them.
-Quality of customer service depends upon who you talk to at the time. Some of them are knowledgeable, others seem like new hires and they know nothing. Better training is needed there for certain.
-I don't like it that I cannot fill in the CMS 1500 form within their software, sometimes it appears at the bottom of the intake note, sometimes not. Very inconsistent.

TherapyNotes is a great management tool for beginning a practice.

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The function allowing referring parties and potential new clients to view and schedule my calendar is really slick. This is what drew me to this software in the first place.

Pros

I very much appreciate the intuitiveness and ease of use with TherapyNotes. From scheduling to reminders, Therapy Notes helps with the organization of my practice in so many ways. I would highly recommend this software management system, particularly for therapists just starting a practice. It definitely made getting my practice off the ground much easier.

Cons

There really has not been much that I can complain about with TherapyNotes, except for billing. I am finding that the client billing section is not as intuitive as the other parts of this software, and that can be a little frustrating.

Good product if/when it works...

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Due to the frequency in which this program has problems and I can not get my data or enter my notes, it has become a greater burden to my practice than a benefit when they take days or even weeks to fix problems.

Pros

Great system when operational. The system is all inclusive and allows for notes, billing, and scheduling in all one centralized confidential location.

Cons

In the past year the system was hacked and shut down for several days while they had to repair, rebuild, and relaunch the entire program. VERY frequently the system is ridiculously slow, making it impossible to make notes in between appointments because it will not pull up client names and file or even the schedule. When you are relying on the program to run you practice, it cripples your day or week when it doesn't run properly. I understand that a system like this is going to have to be maintained and occasional glitches, however, the frequency to which this is happening over the past year is getting worse and interfering with my practice operations!

Excellent

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I love this Program. This is the third one I have tried since opening my business and it is the best. The customer service is amazing and everyone is patient and helpful. Great program. Many features to use and great selections of articles to assist.

NEEDS

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It should change its color or show a way when clients check in, so doctors/clinicians can know when there clients are here.
-Have an easier way for showing what payments(date of payment, how it was disbursed) went to clients who have past balances. Hard to calculate when you have a client face to face asking you questions in regards to that. The print out for the receipts for the clients is very confusing for them as well because its not showing where there payment was applied too.
-We have over 30 Clinicians, they obviously cant fit on one screen with there appointments, but they are taken completely off the page that you have to go into each one individually, maybe have a scroll bar at the bottom to just move for easier access to viewing there schedule for the day and checking in and out there clients.

Pros

Easy program to understand
That we can search by phone number
Reminder set up is very convenient, reminder on over all account and reminder by just that appointment. Great!

Cons

It should change its color or show a way when clients check in, so doctors/clinicians can know when there clients are here.
-Have an easier way for showing what payments(date of payment, how it was disbursed) went to clients who have past balances. Hard to calculate when you have a client face to face asking you questions in regards to that. The print out for the receipts for the clients is very confusing for them as well because its not showing where there payment was applied too.
-We have over 30 Clinicians, they obviously cant fit on one screen with there appointments, but they are taken completely off the page that you have to go into each one individually, maybe have a scroll bar at the bottom to just move for easier access to viewing there schedule for the day and checking in and out there clients.

Easy to use but not enough features!

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Easy to use but a little too easy and simple.

Pros

I love the way the scheduling system is set up! It is so easy to use. The appointment reminders are amazing!

Cons

The features are so limited and lacking the ability to run important reports that are needed to run a small business. The system has gone down for days a few times and we couldn't access anything not even the schedule and we were put in a HUGE bind because of this.

Decent therapy software

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I looked at a lot of therapy software programs for my private practice. I chose this one because, despite the cons, it is a good product, easy to use, and a good value for the money. I like having an EHR. It makes life much easier. TherapyNotes is a good product.

Pros

Easy billing and a ton of payor sources
Very easy to use
Good scheduling
Professional looking reports
You can choose credit card processing if desired for a small fee
Mostly I like the to-do reminders. I don't forget to do notes.
Great reports.

Cons

No options for customizing notes although you can download whatever you want. There is a lot of free text typing. Would be nice to have more pick lists.
Would be nice if the patient portal did more than just offer clients scheduling. For example, it would be nice to have an option for clients to securely email or make requests through patient portal.

Highly intuitive therapist focused interface

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Extremely well thought out user interface that has been clearly made with therapists in mind--particularly for individual and group therapy practices. It seamlessly interfaces scheduling, calendar, client profile, billing, and notes in a way that is effortlessless to learn--highly intuitive. It's also the type of software that scales for expansion of your client base and even expansion of clinicians who may be working for you and with you. Even after spending multiple years using another EHR, I felt at home transitioning to TherapyNotes within a matter of days

Cons

There are few general dislikes. This is a well thought through product. Some suggestions: having a drag and drop feature to move a rescheduled appointment from one day/time slot to another.

TherapyNotes.com

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Therapy Notes, after I have tried many other versions of therapist practice billing softwares is hands down the number one software billing program in my book. As a PhD psychotherapist in private practice since 1977 in Manhattan and Westport CT and supervisor of private practice clinicians since 1984, I highly recommend Therapy Notes for all your Private Practice Psychotherapist needs!

Pros

Excellent software for billing and staying HIPPAA compliant while doing so. It guarantees that before you bill, all your necessary notes and compliances are in complete order.This software is a must for the Professional Therapist who has a new or established practice, especially if you have been in provate practice for many years already

Cons

It takes a few minutes to fill out the necessary HIPPAA compliant notes before you can bill. This can be burdensome when you are seeing more than 25 patients a week. However, it only takes 5 minutes or less to fill out each standard session note. The initial intake note and treatment plan for a new person you are seeing can take as much as 15 minutes to fill out once you are acquainted with it.

Easy to use and to learn how to reuse if problem arises.

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None

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I like the versatility of the product around treatment plans and progress notes. I also love the reminder notes and to do section as it is easy to stay on track with multiple clients.

Cons

I do not like requirement the treatment plan is to be done on second session. I would prefer it be completed by the end of the third session due to amount of info that needs to be collected and reviewed before the plane is developed.

Everything I could have hoped for

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Pros

Makes billing and organizing information simple. Scheduling is awesome, I can add or edit from my phone or computer which is helpful when I'm not at the office

Cons

Sometimes the billing is a pain. Insurance companies don't always forward information to secondary insurance, and there's no way to do this yourself through the software unless you want to print out and send paper forms.

Disappointed after 3 years with the platform

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Good documentation management. Well-designed for use with families and minors. Billing features met my needs as a practitioner not accepting insurance.

Cons

Infrastructure problems abound with TN. There was a multi-day service outage in the summer of 2017, with little communication from the company to customers during the outage and no compensation for the downtime. In December 2017/January 2018, I finally lost my patience with the platform when the company decided to implement a major change in the database mid-week and the database upgrade destabilized the platform resulting in more downtime. Regarding the software... Your notes will be top-quality notes, but they will take you forever to write because the workflow is overly rigid. There is no way to customize what questions are asked in intake notes, progress notes, termination notes, etc. Text fields are too small, and only unformatted text is permitted. File attachments cannot be added to notes. There is currently no way to use the patient portal to have clients fill out forms, pay bills, send/receive documents, and perform secure messaging. No mobile app. No two-way sync with calendars means constantly having to check two calendars. 10 MB limit on file uploads. I was on the platform for almost 3 years and saw only very minimal feature enhancements/additions. And get ready for a very poor user experience when you decide to leave the platform; plan to basically download thousands of resources manually with no help from the dev team. When I sent feedback to the dev team on my way out, they defended their poor design choices and offered kludgy workarounds rather than listen.

Review Source: Capterra

Melissa from Dr. Lowell Adams PhD and Associaates

March 2018

March 2018

great product but a few things would make it better - like ability to color appt blocks

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the product is very easy to learn. The billing software is user friendly. The page view is great. wish there was a few more functions. summary page is good.

Cons

Wish I could change the scheduled blocks to different colors. they keep saying they are working on it, but hasn't happened so far. It seems that would be a easy addition to create.

Review Source: Capterra

February 2018

February 2018

Great for scheduling , taking notes and billing. Fairly easy to use

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Pros

Scheduling, notes, billing all in the same place. Can sync the calendar to my phone so I can see my schedule on my phone as well.

Cons

Billing can be confusing with insurance claims or unassigned credit. It is very easy to do something wrong.

Review Source: Capterra

Sybil from The Journey Center for Healing Arts, PLLC

February 2018

February 2018

best customer support

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I love the customer support - they really understand both the technical side of running an EHR and the clinical side of running a practice. They are always interested in knowing how to improve their software and in helping us be efficient clinicians.

Cons

They had a couple of days of slower service but were able to keep all of their users informed of the slow-down and updated when the fix was implemented.

Review Source: Capterra

Anthony from Anthony Zamudio, Ph.D.

February 2018

February 2018

Time saving

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Easy to use the very first time; doesn't require a lot of software knowledge
I really love the program because their technical support is very helpful especially with helping me figure out billing procedures. One service representative gave me additional advice on what to include with mailing billing to major insurance company to get reimbursed (he went beyond what other software companies have provided me in the past)

Cons

Need to include Objectives in progress notes; sometime don't want to include but maybe they'd help if i were audited. If TherapyNotes would provided additional references on building and creating Objectives, I'd be willing to pay additional fees.

Review Source: Capterra

Diana from Diana M. Higgins, PhD

February 2018

February 2018

Completely unreliable

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none because it does not consistently work and the customer service is HORRENDOUS.

Pros

It has a lot of good features and the software is pretty straightforward--when it works. Appointment reminders and ease of scheduling are good features.

Cons

This software is CONSTANTLY experiencing problems, from a recent data breach, to weekly updates and migrations that crash the system, and a current "web server is down" (fairly frequent issue). If you are in a busy practice, this will cost you a lot of time and money (and data security).

Review Source: Capterra

Response: TherapyNotes, Pliner Solutions, Inc.

Date: February 2018

February 2018

Yes, we have had some stability issues that we are working out, and yes, there was a virus that caused an outage last year, but there was absolutely not a "data breach". We are sorry you are experiencing these difficulties. We are working hard to improve your experience.

Takes some getting used to

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Ease of use, streamline service

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I tested out 3 others EMR companies, and initially went with another one, but changed to Therapynotes b/c I liked the layout better, they have an act phone number you can call for support not just online-based, and NASW offers a member discount for using them.

Easy to use. Behind in technology. Does not deliver on product enhancements.

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Easy to use.

Pros

Friendly customer service. Easy to use and easy on the eyes. Never an issue with access. Great system for interns.

Cons

Unable to put forms on patient portal as promised (almost a year ago). Slow with feature updates/enhancements. Limitation on what users can customize to fit needs (service type, appt duration vs reserved time slot, use of word patient vs client on portal layout, no field to ask for insurance info on portal, pt access to forms via portal, advance ICD search option to allow flexibility with search)

Review Source: Capterra

Response: TherapyNotes, Pliner Solutions, Inc.

Date: February 2018

February 2018

We have been working on the patient paperwork project for months. Development projects take a lot of time. But we have portal features that are now in testing and will be coming out in a few weeks.

TherapyNotes has everything in one place (billing, SOAP/therapy progress notes, calendar)!

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Efficient client info, billing, and scheduling.

Pros

I like how therapy notes is an "all-in-one" software for your practice. You can schedule clients, send appointment reminders, enter insurance info, type notes, print super bills, etc. It's easy to use and helps you be more efficient.

Cons

I think it's a great tool for a small business, but a little pricey. I think it should be based on the number of clients you have or need to use it for to make it more affordable for smaller practices.

Review Source: Capterra

Keith from Asun

January 2018

January 2018

Love to use for all of my notes and information

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You get all your notes in one place. Let's be honest you need to submit your notes ASAP. Why not have it one handy place?

Cons

Could have a bit more open features in the free section! Many of the pieces needed are paid! All well still good

I did many trial subscriptions before deciding that TherapyNotes was the best for me and my practice

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Fluid ease of use that is quick and complete for my business

Pros

all-in-one scheduling, notes and insurance submission or billing. I can quickly complete the note and then submit to the insurance company with one click before my next client arrives. My clients can access their schedule to check appointments or make changes through the client portal. I can also set up appointment reminders for those clients who want and need that feature.

Cons

waiting for update where clients can fill in forms online through the client portal. Once it is available my practice can become fully paperless without having to scan and shred.

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The layout and visual element is easy on the eyes and very organized. It is very easy to use. Customer service is very quick to respond to questions, and is very helpful in most cases.

Cons

The server has been down several times in the past 2 years, once for almost a week. Huge deal. The credit card processing is awful. They use a third-party company who charges WAY more than the TherapyNotes quote. I did get a small refund, but customer service basically defended the company and made excuses. There are cheaper alternative to TherapyNotes.

It is easy to use

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That it fits mental health practices well it is easy to use and has all the aspects I need. I can not think of any more positives I would like in a program.

Cons

Cant think of anything unless maybe it was free or did the billing for me. Well, the printing of the 1500 forms is a bit off and I have not been able to use.

Review Source: Capterra

Response: TherapyNotes, Pliner Solutions, Inc.

Date: January 2018

January 2018

Thanks for the great review! Please call support for assistance with the CMS1500 forms. You can adjust the alignment in the settings. Even better, we can help you switch to electronic claims so you don't need to print any more CMS1500 forms!

Jamie from Jamie Bloom

January 2018

January 2018

Wonderful, the software is everything I had hoped for and the customer service is outstanding.

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The software tracks everything I could possibly need and is user friendly. It also anticipates data and reports that I might want in the future and enable customization. The ability to maintain records in one place as well submit claims and manage billing is fantastic. Once I get up the learning curve, I imagine that TN will be an integral part of running my practice .

Cons

It's been tricky to get up and running (I would imagine that would be true for any ERM) yet the customer support is amazing - immediate, responsive and patient.

Review Source: Capterra

Mary from Emerald Isle Counseling

December 2017

December 2017

This serves as a great EMR for our company. It makes billing and documentation a cinch.

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All of our medical records are able to be stored in a cloud based system. The company has easy to use form built in for documentation and billing can be submitted with just a few clicks of the mouse.

Cons

Notes are unable to be complete when off line and submitted later. Access to information is only available when server and internet are running.

Review Source: Capterra

Shlomit from Dr. Shlomit Kirsch, Psy.D. PLLC

November 2017

November 2017

User-friendly, easy to use

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I like how easy it is to use, the responsiveness of the customer support, and the format and comprehensiveness of the progress notes.

Cons

I wish it had more features, such as a way to have clients complete intake forms online through the software.

Review Source: Capterra

Allison from JSS Behavioral Services

November 2017

November 2017

Very user friendly for therapists documenting session notes.

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I loved the easy progress note section that made writing and documenting notes effortless and less time consuming.

Cons

I would have liked to customize templates and forms to meet insurance standards for progress reviews.

Review Source: Capterra

amy from turning points, llc

November 2017

November 2017

VERY positive

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Always friendly and helpful and within a timely manor. This is important as there is usually not much time in between clients to trouble shoot billing.

Cons

There was only one time that it took a lengthy amount of time to get a response but that was due to the issue being fairly complex and even then it was less then 48hours and that is not typical at all so I'm not sure that this is even a con.

Review Source: Capterra

Emily from Emily Long Counseling

October 2017

October 2017

Positive. Customer service is great, works well.

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They have good customer service that answers my questions and addresses any issues quickly. The software meets all my needs and is fairly reasonably priced.

Cons

Sometimes I find the notes and treatment plan sections unncessarily redundant. I feel like they could be streamlined somewhat or unncessary sections removed.